Anic Equity¶
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Total return since start: 0.554 %¶
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Equity now: -----------------------------> 47472.75 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46077.84 Kr¶
PnL: ---------------------------------------> -810.73 Kr¶
DD now: ---------------------------------> -2.379 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-19 09:08:43.191545'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -1.980000 | 3083.600000 | 112.600000 | 3.790000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | 0.000000 | 3005.000000 | 78.000000 | 2.660000 | 2927.000000 |
| HEBA B | 70 | -4.360000 | 2688.000000 | 52.000000 | 1.970000 | 2636.000010 |
| Corem Property Group B | 59 | -1.570000 | 627.760000 | 50.760000 | 8.800000 | 576.999999 |
| Boozt | 12 | -1.460000 | 1698.000000 | 44.000000 | 2.660000 | 1653.999996 |
| Samhällsbyggnadsbo. i Norden B | 20 | -6.700000 | 395.200000 | 40.200000 | 11.320000 | 355.000000 |
| OEM International B | 7 | 0.250000 | 562.800000 | 34.800000 | 6.590000 | 527.999997 |
| Norva24 Group | 16 | 0.670000 | 576.000000 | 33.000000 | 6.080000 | 543.000000 |
| HMS Networks | 2 | -0.980000 | 704.200000 | 31.200000 | 4.640000 | 673.000000 |
| MedCap | 2 | -0.220000 | 445.000000 | 24.000000 | 5.700000 | 421.000000 |
| Intrum | 4 | -0.540000 | 549.800000 | 22.800000 | 4.330000 | 527.000000 |
| Coor Service Management Hold. | 8 | -0.510000 | 548.800000 | 16.800000 | 3.160000 | 532.000000 |
| SAAB B | 8 | -0.260000 | 3392.800000 | 15.800000 | 0.470000 | 3377.000000 |
| Eastnine | 4 | -0.310000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 569.100000 | 7.100000 | 1.260000 | 562.000005 |
| AcadeMedia | 12 | -1.140000 | 562.560000 | 5.560000 | 1.000000 | 557.000004 |
| Swedbank A | 3 | -0.080000 | 566.700000 | 2.700000 | 0.480000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.180000 | 248.640000 | 2.640000 | 1.070000 | 246.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Resurs Holding | 22 | -0.680000 | 575.300000 | 1.300000 | 0.230000 | 573.999998 |
| Securitas B | 6 | -0.750000 | 570.000000 | 0.000000 | 0.000000 | 570.000000 |
| Essity B | 2 | 0.460000 | 572.800000 | -1.200000 | -0.210000 | 574.000000 |
| Handelsbanken A | 5 | 0.370000 | 543.000000 | -3.000000 | -0.550000 | 546.000000 |
| Karnov Group | 9 | 0.510000 | 531.000000 | -5.000000 | -0.930000 | 536.000004 |
| Essity A | 4 | 0.000000 | 1144.000000 | -5.000000 | -0.440000 | 1149.000000 |
| CTEK | 13 | -1.850000 | 523.770000 | -10.230000 | -1.920000 | 533.999999 |
| Nordea Bank Abp | 29 | 0.000000 | 3439.400000 | -14.600000 | -0.420000 | 3453.999992 |
| Midsona B | 63 | -1.320000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| Vivesto | 1368 | 0.000000 | 569.910000 | -43.090000 | -7.030000 | 612.999432 |
| International Petroleum Corp. | 5 | -1.870000 | 550.000000 | -44.570000 | -7.500000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.090000 | 3741.500000 | -108.500000 | -2.820000 | 3850.000000 |
| Axfood | 13 | -0.540000 | 3608.800000 | -147.200000 | -3.920000 | 3756.000001 |
| OX2 | 18 | -1.890000 | 1498.500000 | -165.500000 | -9.950000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.000000 | 3447.500000 | -363.500000 | -9.540000 | 3810.999990 |
| Ovzon | 52 | -3.310000 | 2886.000000 | -476.000000 | -14.160000 | 3361.999992 |
| TOTAL | 46077.840000 | -810.730000 | -2.37948% | 46888.564618 |
Updated:¶
'2023-01-19 09:08:55.749880'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
